⚙️ Managing Existing Users
To make changes to current staff or remove access, follow these steps:
Access Settings: Click your name in the top right corner and select Settings.
Locate User: Find the sub-user's name in the list.
Action: * Click Edit to adjust permissions, account access, or transaction visibility.
Click Delete to remove the user from the account entirely.
➕ Adding New Users
To invite a new team member, navigate to Settings and click the Add User button. You can customize their level of access using the permission types below:
User Abilities Defined
Permission | What they can do |
Administrator | Full access to all features and settings. |
Collect Payments | Process one-time payments. |
Schedule Recurring | Set up and manage automatic payment plans. |
Void & Refund | Cancel transactions or return funds to clients. |
Tag Transactions | Apply custom tags for better organization. |
View Reports | Access the Reporting dashboard and run data exports. |
Developer | Access the technical Developer section/API keys. |
Manage Quick Bills | Send and edit digital payment requests. |
🔒 Transaction & Security Rules
Transaction Access
You can control exactly what data a user sees:
Standard Access: Users see all transactions for their assigned accounts.
Restricted Access: If you check "Restrict access to transactions created by this user," they will only see the payments they processed themselves.
Email Changes
Once a user has confirmed their email address, an Admin cannot change it for them. The user must log in to their own ClientPay account to update their email address manually.